SG
IYK icon

StoneX Group’s iShares US Consumer Staples ETF IYK Stock Holding History

StoneX Group’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,936
Closed -$245K – 405
2023
Q3 		$245K Buy
+3,936
New +$260K 0.14% 235
2023
Q1 		– Sell
-16,830
Closed -$1.14M – 585
2022
Q4 		$1.14M Sell
16,830
-600
-3% -$39.5K 0.17% 98
2022
Q3 		$1.04M Sell
17,430
-2,298
-12% -$151K 0.19% 92
2022
Q2 		$1.28M Sell
19,728
-1,635
-8% -$110K 0.21% 81
2022
Q1 		$1.43M Sell
21,363
-2,439
-10% -$162K 0.13% 131
2021
Q4 		$1.59M Sell
23,802
-1,068
-4% -$66.9K 0.18% 113
2021
Q3 		$1.49M Sell
24,870
-2,514
-9% -$155K 0.21% 98
2021
Q2 		$1.68M Sell
27,384
-2,862
-9% -$172K 0.25% 80
2021
Q1 		$1.78M Buy
+30,246
New +$1.77M 0.32% 50

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return